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Low cost providers will not be the winner because those will become commodity. It’s the leading model, the one closest to AGI that will make all the profit. Nv
by aurareturn 2y ago
Low cost providers will not be the winner because those will become commodity. It’s the leading model, the one closest to AGI that will make all the profit.
Nvidia has products to serve lower end as well. There’s no reason why Nvidia can’t dominate in the commodity sector.
And if Nvidia can’t keep their high margins, they will make it up with significantly more volume (Jevons Paradox in play).
- HarHarVeryFunny 2y agoI think there'll continue to be models at different levels of capability and price - and not at all obvious whether it'll be the Ford or Rolls Royce that'll make most money. My guess is that is that what passes as "AGI" will also become commoditized, maybe even free to consumers (funded by advertising, business referrals to restaurants, etc).